Filing Research | Novo Nordisk A/S Institutional Holdings

Snapshot holdings

50 / 394 loaded

#		Instrument	quantity
1	Saratoga Research & Investment Management	Shares	3.2MSH	$155.1M
2	Simplify Asset Management Inc.	Shares	504.9KSH	$24.2M
3	JIA INVESTMENT ALLIANCE PTE. LTD.	Shares	426.7KSH	$20.5M
4	ABC ARBITRAGE SA	Shares	369.1KSH	$17.7M
5	OAK FAMILY ADVISORS, LLC	Shares	320.7KSH	$15.4M
6	Penbrook Management LLC	Shares	316.2KSH	$15.2M
7	Prospera Financial Services Inc	Shares	308.9KSH	$14.8M
8	Mirae Asset Global Investments Co., Ltd.	Shares	297.9KSH	$14.3M
9	ARS Investment Partners, LLC	Shares	289.0KSH	$13.9M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	273.6KSH	$13.3M
11	OLD NATIONAL BANCORP /IN/	Shares	273.6KSH	$13.1M
12	VIKING FUND MANAGEMENT LLC	Shares	270.0KSH	$12.9M
13	Traynor Capital Management, Inc.	Shares	247.9KSH	$11.9M
14	CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	Shares	214.1KSH	$10.3M
15	FOUNDATION RESOURCE MANAGEMENT INC	Shares	177.8KSH	$8.5M
16	QRG CAPITAL MANAGEMENT, INC.	Shares	175.2KSH	$8.4M
17	Eldred Rock Partners, LLC	Shares	163.7KSH	$7.8M
18	EXCHANGE TRADED CONCEPTS, LLC	Shares	146.2KSH	$7.0M
19	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	145.8KSH	$7.0M
20	Altrafin AG	Shares	140.0KSH	$6.7M
21	San Luis Wealth Advisors LLC	Shares	132.8KSH	$6.4M
22	EASTERN BANK	Shares	122.6KSH	$5.9M
23	Martin Capital Partners, LLC	Shares	120.3KSH	$5.8M
24	Intesa Sanpaolo Wealth Management	Shares	118.2KSH	$5.7M
25	GRIMES & Co WEALTH MANAGEMENT, LLC	Shares	106.2KSH	$5.1M
26	SMITHBRIDGE ASSET MANAGEMENT INC/DE	Shares	102.1KSH	$4.9M
27	Transmarket Holdings LP	Shares	96.9KSH	$4.6M
28	Y-Intercept (Hong Kong) Ltd	Shares	86.0KSH	$4.1M
29	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	85.8KSH	$4.1M
30	Eastover Investment Advisors LLC	Shares	84.9KSH	$4.1M
31	BANQUE PICTET & CIE SA	Shares	84.7KSH	$4.1M
32	Farther Finance Advisors, LLC	Shares	83.0KSH	$4.0M
33	ST GERMAIN D J CO INC	Shares	78.3KSH	$3.8M
34	MARATHON CAPITAL MANAGEMENT	Shares	78.1KSH	$3.7M
35	Portside Wealth Group, LLC	Shares	76.3KSH	$3.7M
36	SIGNATUREFD, LLC	Shares	75.8KSH	$3.6M
37	Fortis Group Advisors, LLC	Shares	72.9KSH	$3.5M
38	Apollon Wealth Management, LLC	Shares	72.3KSH	$3.5M
39	DAVENPORT & Co LLC	Shares	71.4KSH	$3.4M
40	Nilsine Partners, LLC	Shares	69.5KSH	$3.3M
41	Gunderson Capital Management LLC	Shares	68.2KSH	$3.3M
42	RFG Advisory, LLC	Shares	66.1KSH	$3.2M
43	MERIDIAN INVESTMENT COUNSEL INC.	Shares	63.1KSH	$3.0M
44	SALEM INVESTMENT COUNSELORS INC	Shares	61.8KSH	$3.0M
45	Ted Buchan & Co	Shares	61.3KSH	$2.9M
46	Rathbones Group PLC	Shares	57.5KSH	$2.8M
47	D.A. DAVIDSON & CO.	Shares	56.8KSH	$2.7M
48	Henry James International Management Inc.	Shares	56.8KSH	$2.7M
49	FACTORY MUTUAL INSURANCE CO	Shares	55.0KSH	$2.6M
50	Merit Financial Group, LLC	Shares	54.7KSH	$2.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 433 loaded

#		Instrument
1	Saratoga Research & Investment Management trimmed	Shares	-200.3K	+$28.8M	$155.1M
2	ABC ARBITRAGE SA new	Shares	+369.1K	+$17.7M	$17.7M
3	Mirae Asset Global Investments Co., Ltd. added	Shares	+286.0K	+$13.8M	$14.3M
4	Simplify Asset Management Inc. added	Shares	+177.6K	+$12.2M	$24.2M
5	CANTOR FITZGERALD INVESTMENT ADVISORS L.P. added	Shares	+177.1K	+$8.9M	$10.3M
6	ARS Investment Partners, LLC added	Shares	+139.9K	+$8.4M	$13.9M
7	San Luis Wealth Advisors LLC new	Shares	+132.8K	+$6.4M	$6.4M
8	OAK FAMILY ADVISORS, LLC added	Shares	+71.9K	+$6.2M	$15.4M
9	Martin Capital Partners, LLC added	Shares	+3.1K	+$5.8M	$5.8M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+64.8K	+$5.6M	$13.3M
11	JIA INVESTMENT ALLIANCE PTE. LTD. unchanged	Shares	0	+$4.8M	$20.5M
12	Transmarket Holdings LP new	Shares	+96.9K	+$4.6M	$4.6M
13	OLD NATIONAL BANCORP /IN/ added	Shares	+32.4K	+$4.3M	$13.1M
14	Penbrook Management LLC unchanged	Shares	0	+$3.5M	$15.2M
15	Prospera Financial Services Inc trimmed	Shares	-6.4K	+$3.2M	$14.8M
16	QRG CAPITAL MANAGEMENT, INC. added	Shares	+32.8K	+$3.2M	$8.4M
17	VIKING FUND MANAGEMENT LLC unchanged	Shares	0	+$3.0M	$12.9M
18	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+42.1K	+$2.5M	$4.1M
19	Pine Valley Investments Ltd Liability Co new	Shares	+48.5K	+$2.3M	$2.3M
20	Range Financial Group LLC added	Shares	+46.1K	+$2.3M	$2.6M
21	Fortis Group Advisors, LLC added	Shares	+43.2K	+$2.2M	$3.5M
22	FOUNDATION RESOURCE MANAGEMENT INC added	Shares	+3.7K	+$2.1M	$8.5M
23	Myriad Asset Management Advisors LLC new	Shares	+38.5K	+$1.8M	$1.8M
24	Eldred Rock Partners, LLC trimmed	Shares	-189	+$1.8M	$7.8M
25	Intesa Sanpaolo Wealth Management added	Shares	+9.4K	+$1.7M	$5.7M
26	SIGNATUREFD, LLC added	Shares	+22.1K	+$1.7M	$3.6M
27	RFG Advisory, LLC added	Shares	+22.0K	+$1.5M	$3.2M
28	BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed	Shares	-5.9K	+$1.4M	$7.0M
29	Apollon Wealth Management, LLC added	Shares	+16.3K	+$1.4M	$3.5M
30	SMITHBRIDGE ASSET MANAGEMENT INC/DE added	Shares	+3.1K	+$1.3M	$4.9M
31	GRIMES & Co WEALTH MANAGEMENT, LLC added	Shares	+1.1K	+$1.2M	$5.1M
32	SALEM INVESTMENT COUNSELORS INC added	Shares	+10.6K	+$1.1M	$3.0M
33	Eastover Investment Advisors LLC added	Shares	+2.8K	+$1.1M	$4.1M
34	Merit Financial Group, LLC added	Shares	+10.6K	+$1.0M	$2.6M
35	Merrion Investment Management Co, LLC new	Shares	+19.6K	+$938.0K	$938.0K
36	Portside Wealth Group, LLC added	Shares	+2.0K	+$926.3K	$3.7M
37	Henry James International Management Inc. added	Shares	+7.6K	+$915.6K	$2.7M
38	Sequoia Financial Advisors, LLC added	Shares	+10.3K	+$896.7K	$2.2M
39	BANQUE PICTET & CIE SA trimmed	Shares	-2.1K	+$870.3K	$4.1M
40	ST GERMAIN D J CO INC trimmed	Shares	-442	+$860.0K	$3.8M
41	GC Wealth Management RIA, LLC added	Shares	+11.0K	+$847.9K	$1.9M
42	Ipswich Investment Management Co., Inc. added	Shares	+6.9K	+$816.6K	$2.4M
43	Aaron Wealth Advisors LLC added	Shares	+10.2K	+$809.1K	$1.9M
44	Farther Finance Advisors, LLC trimmed	Shares	-4.0K	+$805.1K	$4.0M
45	J.W. COLE ADVISORS, INC. new	Shares	+16.3K	+$782.1K	$782.1K
46	MARATHON CAPITAL MANAGEMENT trimmed	Shares	-3.4K	+$748.3K	$3.7M
47	MERIDIAN INVESTMENT COUNSEL INC. added	Shares	+899	+$739.0K	$3.0M
48	Gunderson Capital Management LLC trimmed	Shares	-1.0K	+$725.0K	$3.3M
49	Abel Hall, LLC added	Shares	+13.1K	+$697.1K	$920.4K
50	D.A. DAVIDSON & CO. added	Shares	+1.6K	+$693.7K	$2.7M

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